Rosario Chacon, CFP®, FBS


Founder and Principal
Wealth-Source Financial
Oakland, CA 94608
United States
Phone: 415 202 3820
Email: Rosario@Wealth-SourceFinancial.com
Website: https://www.Wealth-SourceFinancial.com
Training: The Seven Stages of Money Maturity® Training Graduate more info

I work with my clients virtually; happy to meet in the Bay Area. Disclosures: Wealth-Source Financial LLC (“Wealth-Source”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.

Specialties
Improve your relationship with your finances by applying Behavioral Finances. Comprehensive Financial Planning, including: • Cash Flow and Budgeting • Retirement • Investments • College Funding • Insurance • Estate Planning • Taxes • Financial Coaching

About My Practice
Wealth-Source was born in 2019 out of the union of two important professions for our growth: Financial Planning and Life Coaching. I named it Wealth-Source because I believe that the source in our diverse wealth has roots in our beliefs. When we learn more about ourselves and become aware of our thoughts, we educate ourselves about what works or doesn't work for us. It is then that we initiate the path to our own joy and freedom.

About Rosario Chacon
Education: • BA in Economics • MBA, emphasis in Finance • Certified Financial Planner ™ • Certified Financial Behavior Specialist ® • Certified Life Coach

Ideal Clients
I work best with women in life or career transition, sudden or new with wealth, LGBTQ, couples, and individuals who are ready to improve their relationship with their personal finances.

Qualifications
You are an individual or couple who believes in your co-creating powers to make your hopes and dreams happen. You know it takes time and education to build a solid foundation and you are ready to make this journey happen.

Compensation
A Fee-Only firm. The only fees we collect come directly from you. We do not receive commissions or any type of revenue from our vendor relationships. As a fiduciary, we always strive to put your interest first.

Industry Start Date
2004